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Integration Setups

Heroku App is a connector which connects Salesforce instance with other e-commerce and accounting sites to sync data to and from.

The following sites can be integrated with the Aqxolt ERP:

  1. Shopify
  2. eBay
  3. Amazon
  4. Magento
  5. WooCommerce
  6. Big Commerce
  7. QuickBooks
  8. Xero
  9. ETSY
  • One Heroku user can be connected to one Salesforce instance at a time.
  • Multiple sites can be connected to one Heroku
  • From Salesforce instance, products and coupons get synced to e-commerce sites (Shopify, eBay, Amazon, Magento, WooCommerce, BigCommerce) and accounts; contacts, vendor contacts, Invoices, Bills to Accounting sites (QuickBooks, Xero, ETSY)

From e-commerce sites Orders and customer Accounts, Contacts gets synced to Salesforce instance.

Salesforce org ---> Shopify store -->eBay store-->Amazon store-->Magento store-->WooCommerce store

To make the connection on a Salesforce instance for Heroku App-

Go to Apps --> App Manager --> New Connected App

Fill the following

  • Connected App Name
  • API Name
  • Contact Email

Check the 'Enable OAuth Settings' checkbox

For Sandbox

https://aqxolt.herokuapp.com/auth/salesforcesandbox/

  • Selected OAuth Scopes

Select the following from Available OAuth Scopes -

  1. Full access
  2. Access and manage your data (API)
  3. Access your basic information (id, profile, email, address, phone)
  4. Perform requests on your behalf at any time (refresh_token, offline_access)
  5. Click Save.

Allow from 2-10 minutes for your changes to take effect on the server before using the connected app.

Click on Continue.

You will get the Consumer Key and Consumer Secret from here.

Create a user in Heroku App

  1. Log in as an admin.
  2. Navigate to the menu bar and click the ‘Manage Users’
  3. Enter the Email, Password and confirm the password.
  4. Enter the “customer key” in the “Aqxolt client field.”
  5. Enter the “consumer secret” in the “Client Secret”
  6. Click the “Save” button to complete the user creation setup

Login with the created user

  1. Log in using the created user credentials
  2. Allow the “Salesforce access” to the user
  3. Do the Auth by using the callback URL and reloading the page.
  1. Enter the domain of the Shopify store and click install (https://aqxolt.myshopify.com/admin)
  2. Enter store login details

Create or sync products

In Salesforce; to sync or create a new product, make sure the following actions are taken.

  • Select “Available” on “e-Commerce platform” check box.
  • Create the e-commerce record from the products related list to make the product available on various platforms like Shopify, Amazon, WooCommerce, Magento, and eBay.
  • For a product to be available on Amazon, Amazon (ASIN Code) is essential.
  • Make sure “Price Book” is active.
  • Login to the Heroku user and click “Product ”

This creates a product on the Shopify Store.

 Create or sync Customer and Order

  • When on Shopify store, click on “create order”- “select product” and “select
  • If you want to add a new customer, then create a new customer by filling in the customer details such as First Name, Last name, Address and Contact Number.
  • After adding the customer, click on “Mark Paid” to close the order.
  • Click on “Sync Order” on the Shopify This will sync order and customer account on to Salesforce instance.

To start with AMAZON SETUP, four(4) fields are needed to set up a store for Amazon.

  1. Marketplace ID.
  2. Merchant or Seller ID.
  3. Amazon App's secret key.

Amazon App's success key.

  • To get Merchant Token (Merchant ID), go to the following link:

https://sellercentral.amazon.com/sw/AccountInfo/MerchantToken/step/MerchantToken?ref_=macs_aimertok_cont_acinfohm

  • Customer to go to this link

https://sellercentral.amazon.com/gp/homepage.html

  • Log in with your store credential

You will land on the following page

  • Marketplace ID, Amazon App's secret key, and Amazon App's success key are added in the custom settings of the Salesforce instance.

eBay Shipping Methods -

https://developer.ebay.com/devzone/xml/docs/reference/ebay/types/ShippingServiceCodeType.html

Create sandbox accounts for testing using the following URL

Developer’s account (for creating new sandbox users)
https://developer.ebay.com/my/auth/?env=sandbox&index=0

Create two accounts considering one as a Buyer Account and one as a Seller Account.

sandbox.ebay.com

To sync Products from Salesforce to eBay selling store, product setup has to be done in a proper way making sure the following things are covered

  • Available on an e-commerce platform and is checked on the product detail page.
  • Add Product SKU and ASIN code
  • Add category and subcategory of the product
  • In the product related list, create e-commerce object record and select eBay checkbox
  • Create a Warranty and Return Policy Record
  • Create a Shipping and Handling zone record from the Shipping Zone Object. Add the Distribution Channel, Shipping Type, Flat Rate, Dispatch time, Country and State.

Go to Heroku user and click eBay. Once you are on the eBay dashboard, click on the “Add” button

  • It will redirect to the eBay login page.
  • Enter your eBay seller store credentials.
  • Agree on the Grant Application access permissions
  • Click on the “Product Sync” button on Heroku app this will create the product in the eBay seller account.

When orders are placed on the eBay store, they get synced to “Salesforce Instance” as “Sales Orders” and “Sales Order Line Items.” This has to be done manually by clicking Pending Sync for Orders on the Heroku user eBay dashboard.

As part of sandbox testing,

Copy the “Product URL” from the “Seller Account” and paste it into the “Buyer Account” and then buy the product and continue making payment by clicking “Pay now.”

Then go to the Heroku user and sync the order, this will create a customer account and a sales order in the Salesforce instance.

Magento is used to sync products from Salesforce instance to the Magento store and sync orders and customer accounts from Magento store to the Salesforce instance.

It auto-syncs in every 10 minutes.

After connecting your “Heroku user” with the “Salesforce Instance” click on the “Magento app” and you will land on the “Magento dashboard.”

Click on the “Add” button and copy the “Token” to add in the “Magento Instance.”

  • Now Login to your “Magento Instance” admin account
  • On the left-hand side menu, panel Navigate to Stores > Configuration
  • You will land on the “Configuration Settings” page

  • Paste the copied “Magento Token” from Heroku Connector in the Aqxolt API token.
  • Add the “Aqxolt Backend URL” which is our Heroku user URL, e. https://aqxolt.herokuapp.com
  • In the “Salesforce Instance,” Products should have the basic “e-Commerce”
  • Available on e-commerce platform checked on the product detail page, and product SKU code should be added.
  • In the related list e-commerce record select “Magento Checkbox.”
  • And the product should have inventory.

In every 10 minutes, it syncs products to Magento instance and orders and customers to salesforce instance.

Woo Commerce is used to sync products from Salesforce instance to the Woo Commerce store and sync orders and customer accounts from the Woo Commerce store to the Salesforce instance.

Extensions do all the sync process, no manual sync is required. It auto-syncs in every 10 minutes.

After connecting your “Heroku user” with the “Salesforce Instance,” click on the “WooCommerce” app, and you will land on the “WooCommerce Dashboard.”

Click on the “Add” button and copy the “Token” to add in the “WooCommerce Instance.”

  • Now Login to your “WooCommerce Instance” admin account
  • On the left-hand side menu, panel Navigate to Store Name > Configuration
  • You will land on the “Store Configuration” page

  • Paste the copied “WooCommerce Token” from “Heroku Connector” in the “Aqxolt API Key.”
  • Add the “Aqxolt Base URL” which is our “Heroku user URL,” e. https://aqxolt.herokuapp.com
  • In the Salesforce instance, Products should have the basic e-commerce
  • Available on e-commerce platform checked on the product detail page, and product SKU code should be added.
  • In the related list e-commerce record select WooCommerce checkbox.
  • And the product should have inventory.
  • Customer Address should be real.

In every 10 minutes, it syncs products to woo commerce instance and orders and customers to salesforce instance.

QuickBooks is accounting software and can be connected with Salesforce Instance using the “Heroku Aqxolt ERP Integrator.”

All the data on salesforce instance like Products, Customers, Suppliers, Invoices, Credit Memos, Sales Payment, Purchase Orders, Bills and Bill Payments is synced to “Quick Books Account.”

Once you have connected the “Salesforce Instance” to the “Heroku user,” Login to your “Heroku Instance” and click on the “QuickBooks app.”

You will land on the “QuickBooks Dashboard.”

  • Click on Add; it will redirect to the Quickbooks account login page.
  • Log in with your admin creds.
  • This adds a connection to the QuickBooks instance to the Heroku user.
  • Manually sink the Products, Customers and so on.
  • All the products get synced, but only those Products to which orders have created with customers and suppliers and purchase orders will have the financial details synced like Invoices, Bills, Credit Notes and Purchase Orders.
  • If no orders have been created for the products, financial data will not be synced for those products. To check if sync has started login to the QuickBooks account.You will land on the Dashboard and the left-hand side, you will see Banking, Sales, Expenses, Reports, Taxes, and Accounting.

  • Click on “Sales” to see - All Sales, Customers, Products, and Services.

“All Sales” lists the Orders synced, “Customers” will list the “Customer Contacts Synced,” and “Products and Services” will list the “Products Synchronised.

  • Click on “Expenses” to see “Expenses and ”

Use the filters to change what to see on the page.

Xero is accounting software and can be connected with “Salesforce Instance” using the “Heroku Aqxolt ERP Integrator.”

All the data on “Salesforce instance” like Products, Customers, Suppliers, Invoices, Credit Memos, Sales Payment, Purchase Orders, Bills and Bill Payments is synced to “Xero account” and the Sync is Bidirectional.

Once you have connected the Salesforce instance to the Heroku user, Login to your Heroku instance and click on the “Xero app.”

You will land on the "Xero dashboard.”

  • Click on Add(Manage); it will redirect to the Xero account login page. (xero.com)
  • Login with your admin credentials. (Username and Password)
  • Allow access for 30 minutes.
  • This adds a connection to the Xero instance to the Heroku user.
  • It auto Syncs Products, Contacts, Invoices, Credit Notes, Sales Payment, Purchase, Order Bills and Bill Payments from “Salesforce” to “Xero.”
  • But for the trail, we can sync the data manually by clicking on the Pending Sync button for all the Products.
  • Invoices are created on Aqxolt ERP.
  • Click on Invoice Pending Sync in the connector.
  • Invoice is synced on Xero.
  • Login to “Xero Account” to see if data has synced.
  • Create Payment on Xero.
  • Click on Payment Pending Sync in the connector.
  • Payment is synced to Aqxolt ERP.

https://go.xero.com/

Use the Admin Xero account credentials.

Data is synced from Salesforce instance to Xero and vice versa. i.e. if products are not on Salesforce instance and present on Xero, they get synced to Salesforce, and if products are on Salesforce instance but not on Xero, they get synced to Xero when the sync process starts.

Product Setup:

On the Product make sure the below fields has data

Product Name
Product SKU
Product Description

and Available on eCommerce platform checkbox is true.

Create a Marketplace record on the Product related list.

Add a Custom Setting in the system as eCommerce Sync, click on Manage and create a Record.